Pre-Upgrade Preparation

1. Check Requirements

   • Confirm your server meets the latest CiviCRM system requirements, especially PHP and MySQL versions

2. Backup Everything

   • Take upload folder backup
   • Database backup.

3. Note Customizations

   • If you’ve modified core CiviCRM or custom templates, export or document changes. LINK
   • Backup civicrm.settings.php and any custom extensions.

Upgrade Steps

4. Download the Latest CiviCRM

   • Get the latest version from the official site: https://civicrm.org/download

5. Update the plugin to our code base

6. Disable all scheduled jobs.

   • Run this command to show all cron job and comment those out manually
   • cron tab -e

Run the database and extension upgrade

7. Now that new files are in place, run: cv upgrade:db This will run the database schema upgrade process.

8. Upgrade extensions To upgrade the database schemas for extensions (especially custom ones), run: cv ext:upgrade-db

9. After implementing 8th step go to the Administrator->Administrator console->system status.

10. Clear Caches cv flush

11. Enable the all scheduler jobs that we have disabled on 6th point

12. Test Your Site After upgrade, visit your CiviCRM dashboard and verify:

• Contacts
• Activities
• Events
• Contributions
• Open all SearchKits and see the data